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This guide covers common issues and solutions when managing your resident directory.

Troubleshooting Common Issues

Information Auto-Populates Before I Finish Typing

If resident information appears automatically as you type, this means the person already exists in your system. This happens when:

• The resident previously lived at your property
• The resident is already assigned to a different unit
• The email or phone number is already in the system

Solution:

1. Check if the resident is listed under a different unit in your Directory
2. If they're moving units, use the "Move Unit" option instead of adding them as new
3. If they're a returning resident, reactivate their existing profile rather than creating a duplicate

"There is an Issue" Error When Saving

This error typically occurs due to:

• Duplicate email address: The email is already assigned to another resident
• Invalid email format: Check for typos or missing characters (@, .com, etc.)
• Missing required fields: First name, last name, and email are required
• Special characters: Remove any unusual characters from name fields

Solution:

1. Verify the email address is correct and not already in use
2. Ensure all required fields are filled in
3. Try using a different email address if the issue persists
4. Clear your browser cache and try again

Resident Won't Add to the System

If clicking Save doesn't add the resident:

1. Check your internet connection
2. Refresh the page and try again
3. Try using a different web browser (Chrome or Firefox recommended)
4. Clear your browser cache and cookies
5. Verify you have Community Admin permissions for this property

Moving Out a Resident

Standard Move-Out Process

1. Go to Directory in the ButterflyMX OS
2. Find the resident you want to move out
3. Click the three dots (⋮) next to their name
4. Select Move Out
5. Confirm the move-out date
6. Click Confirm

Resident Won't Delete After Clicking Move Out

If a resident remains in the directory after moving them out, try these solutions:

Solution 1: Check Move-Out Date

• Residents with future move-out dates will remain active until that date
• Set the move-out date to today or earlier for immediate removal

Solution 2: Verify the Action Completed

1. Look for a confirmation message after clicking Move Out
2. Refresh the page to see if the change took effect
3. Check if the resident's status changed to "Moved Out" in their profile

Solution 3: Remove Access Credentials First

1. Open the resident's profile
2. Remove any assigned fobs, access cards, or PINs
3. Then attempt to move them out again

Solution 4: Browser Cache Issue

1. Clear your browser cache and cookies
2. Log out of the ButterflyMX OS
3. Log back in and try the move-out process again

Updating Resident Information

How to Edit Resident Details

1. Navigate to Directory
2. Click on the resident's name
3. Click Edit in the top right
4. Update the necessary information
5. Click Save

Moving a Resident to a Different Unit

1. Open the resident's profile
2. Click the three dots (⋮)
3. Select Move Unit
4. Choose the new unit from the dropdown
5. Click Confirm

Best Practices

Before Adding Residents

• Search the directory to ensure they don't already exist
• Verify the email address is correct (residents need this to access the app)
• Confirm the unit number is accurate
• Have the resident's phone number ready for better contact options

Managing Move-Outs

• Set move-out dates accurately to maintain directory cleanliness
• Remove access credentials (fobs, PINs) before or during move-out
• Keep records of moved-out residents for at least 30 days for reference